SugarCRM Training : Building Effective Workflows

This module is designed to teach you how to create and manage workflows and how defining a workflow allows you to track events, set out alerts, and execute any necessary actions when the specified conditions are met.

Audiences: Administrators, Sugar Developers
Versions: SugarCRM 5.0 to 6.x
Fees: USD 175
Duration: 4 Hours (One day session)

This course will enable you to:

Understand the complete Workflow engine in SugarCRM
Configure your SugarCRM system to enable workflows for various processes
Utilize the Sugar workflow components such as automated actions, conditions and alerts

Case Studies

Developed a coherent and comprehensive Enterprise-Wide System to centralize a Michigan based e-...

Chicago based private school uses SugarCRM Professional Edition to automate its recruitment,...

Development of Large Scale Federal Government Level Application using SugarCRM as a Platform

A leading US based healthcare service provider deployed SugarCRM to streamline its business process...

Developed Insurance Specific SugarCRM for Texas Based Insurance Provider

Custom SugarCRM Implementation for a leading Maid Service Provider in New York

What Our Clients Say

Oriya Pollak- Web Manager Kabbalah Centre, Kabbalah project.

Thank you all. I am very fortunate to be working with such a skilled, dedicated and gracious team. I only wish I could be there in person to express my gratitude.

Client Representative
Building and Construction Network, US

The requests that OSSCube has been working on are making our jobs better so I wanted to pass the kudos along to your team!

Project Leader of Web and Data Services
CU Solutions Group, US

We’ve reduced our costs by 60% and were able to improve our data quality by moving from SalesForce.com to SugarCRM.
Our service provider, OSSCube exceeded our expectations! Delivery was very fast and they were extremely responsive to any issues uncovered during UAT. We're looking forward to reaping the benefits of SugarCRM long into the future.

Phillip Getto, CTO
Orametrix, US

We wanted to express our appreciation for the work your team performed on the SmartStart application. The team was always professional, following up consistently and appropriately, and followed through on every deliverable in a detailed manner. And we appreciate the professional workforce you are building at OSSCube.

Ben and Sue, Client Representatives
SmartStart application, US

Well done for the successful BSS migration! I'm really conscious that there has been a huge amount of work that has gone into planning and managing this event, and it's a credit to everyone involved that it has gone as smoothly as it has done. It's been particularly encouraging to see the level of dedication and the feeling of working as 'one team' which has ensured that issues have been cleared down in a speedy fashion.

Client Representative
Virgin Media, US

OSSCube’s SugarCRM Workflow Management Training offers you key understanding on Sugar Workflow Components. You will get the best practices from expert instructors in our training session. Our training approach includes a combination of examples, application demonstrations and extensive hands-on lab exercises.

We limit the number of participants in training session so you will have ample time with our trainer and less distractions.

Our End-to-End SugarCRM services are delivering value to businesses around the globe. In the UK, we are located in London.